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TALO insider sold $38.5M shares, 5.31% of holdings. Still holds 41.2M shares. 1-yr return: 123.9%
Middle East threats loom for AMZN, MSFT, NVDA, but their vast global scale limits impact.
S&P 500 rebounds 2.9% on Iran de-escalation hopes; earnings growth stays strong.
Defense stocks LMT & RTX see huge backlogs ($194B/$268B) amid global unrest. LMT's 14% growth vs RTX's diversification.
SCHD yields 3.3%, SPYD 4.1%, DIVO 4.9%. DIVO's yield varies; others offer steady returns.
Japan eyes 30% global physical AI share by 2040, leveraging robotics strength amid labor shortages. Investment shifts to software.
Oil prices surge on Iran deadline fears; traders eye $200 WTI. Geopolitics drive volatility.
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